PLANCO Company
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165 PLANCO employees in database. Find out everything there's to know about PLANCO employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
PLANCO Employees
TCW/MetWest January 2009 - Present
Citigroup & Legg Mason Asset Management December 1997 - February 2007
AIM Management November 1994 - December 1997
SunAmerica August 1990 - November 1994
PLANCO June 1986 - January 1990
Skills
Mutual Funds, Fixed Income, Equities, Portfolio Management, Investment Management, Emerging Markets, Alternative Investments, Series 7, Series 63, Asset Managment, Hedge Funds, Investment Strategies, Series 24, Wealth Management, Investments, Separately Managed..., ETFs, Financial Markets, Bonds, Wealth Management..., Relationship Management, Fund Of Funds, Wholesale, Financial Advisory, Variable Annuities, Asset Allocation, Investment Advisory, FINRA, Asset Management, Securities, Uniform Combined State..., Series 65
Education
University of Maryland College Park 1980 — 1984
BS, Finance and Journalism
TIAA-CREF July 2012 - Present
Sun Life Financial 2008 - March 2012
Lincoln Financial Group 2007 - 2008
Lincoln Financial Group 2006 - 2007
Lincoln Financial Group 2005 - 2006
AIG SunAmerica 2003 - 2005
AIG SunAmerica 2002 - 2003
AIG SunAmerica 1999 - 2002
PLANCO 1997 - 1999
Skills
Series 63, Series 65, Series 7, Series 26, Mutual Funds, Annuities, Strategic Planning, Sales Management, Retirement Planning, Insurance, Long Term Care, New Business Development, Investments, Wealth Management, Customer Relations, Team Building, Financial Planning, Securities, Marketing Strategy, Asset Management
Education
University of Missouri-Columbia 1987 — 1991
BSBA, Marketing
Nationwide Financial December 2001 - Present
Nationwide Financial 1998 - 2001
Endeavor Group 1996 - 1998
PLANCO 1994 - 1996
Skills
Series 63, Series 7, Series 6, Annuities, Wholesaling, Mutual Funds, Retirement Planning, Sales Management
Education
University of North Carolina at Chapel Hill 1983 — 1988
Bachelor of Arts, Political Science
CION Securities, LLC February 2013 - Present
Sun Life Financial March 2010 - December 2011
PLANCO/The Hartford September 2001 - March 2010
PLANCO 2001 - 2010
Skills
Series 7, Variable Annuities, Fixed Annuities, Series 6, Series 63, Marketing, Sales, Retirement, 401k, Life Insurance, Portfolio Management, Long-term Care, Sales Presentations, Alternative Investments
Education
University of Pittsburgh 1997 — 2001
BSBA, Finance
George Washington High School
Lincoln Financial Distributors August 2013 - Present
Incapital July 2012 - August 2013
WBI Investments August 2011 - July 2012
Sun Life Financial February 2005 - September 2011
PLANCO January 2002 - February 2005
AIG SunAmerica January 2000 - January 2002
SunAmerica January 2000 - December 2001
Skills
Series 7, Series 63, Separately Managed..., Fixed Annuities, Retirement Planning, Series 6, Mutual Funds, Life Insurance, Variable Annuities, Alternative Investments, Financial Advisory, Retirement, Financial Services, Asset Allocation, 401k, Insurance, Series 65, FINRA
Education
University of San Diego 1995 — 1998
Bachelor's, Business Administration
Connetquot High School 1990 — 1993
Suffolk County Community College, Associates Degree in Business Administration
Compass Capital Mgmt December 2008 - Present
PLANCO May 2005 - November 2008
US Airways May 1984 - April 2005
Education
University of New Orleans 1982 — 1986
Finance
PLANCO Data Warehouse and Business intelligence MgrThe Hartford2003 - 2015
The Hartford 2003 - 2015
The Hartford 2003 - 2015
The Hartford 2003 - 2015
Applied Data Research/Computer Associates 1983 - 1995
McGraw-Hill 1980 - 1981
UniColl 1973 - 1977
Skills
Business Intelligence, Enterprise Architecture
Education
University of Pennsylvania
Morgan Stanley 2015 - Present
Private Client Services / Kentucky Financial Group, Inc. 2012 - 2015
Genworth Financial 2005 - 2011
Physicians Insurance Consultants 2003 - 2005
PLANCO 2000 - 2003
Skills
Sales, Sales Operations, Training, Financial Services, Microsoft Excel, Fixed Annuities, Marketing, Analysis, Employee Benefits, Investments, Insurance, Management, Mutual Funds, Life Insurance
Education
Bon Secours Memorial School of Nursing 2009 — 2011
University of Richmond 2005 — 2009
AXA Distributors February 2005 - Present
AXA-Equitable 2005 - Present
PLANCO January 2000 - February 2005
PLANCO / The Hartford 2000 - 2005
Skills
Mutual Funds, Series 63, Relationship Management, Series 7, Fixed Annuities, National Accounts, Leadership, Series 6, Retirement, Retirement Planning, 401k, Insurance, Asset Allocation, Alternative Investments
Education
University of Florida 1984 — 1987
Finance, Finance/Accounting
AXA Equitable Regional Vice PresidentAXA EquitableOctober 2005 - January 2009
PLANCO September 2001 - October 2005
Education
University of North Carolina at Chapel Hill 1987 — 1991
BA, Political Science
AmBank Insurance Services June 2014 - Present
The Hartford December 2010 - May 2014
The Hartford November 2008 - December 2010
PLANCO December 2007 - November 2008
Le Mars Family YMCA August 2007 - November 2007
Skills
Customer Service, Problem Solving, Mutual Funds, Investments, Research, Insurance, Property & Casualty..., Commercial Insurance
Education
University of Iowa - Henry B. Tippie College of Business 2003 — 2007
BBA, Marketing, Management Information Systems
Farm academy
Farm academy
Prudential Financial June 2015 - Present
Prudential Financial April 2013 - June 2015
Prudential Financial May 2012 - April 2013
The Hartford October 2010 - April 2012
Barnes Distribution January 2010 - June 2010
Continental Midtown July 2009 - January 2010
Kildare's Irish Pub August 2004 - July 2009
PLANCO June 2007 - November 2008
Skills
Consultative Selling, Customer Service, New Business Development, Sales Support, Series 6, Series 63, Retirement Planning, Variable Annuities, Retirement
Education
University of Delaware 1998 — 2003
Bachelor's, Computer and Information Sciences
Elemica April 2014 - Present
Elemica September 2009 - March 2014
Devon Consulting June 2009 - August 2009
University of Pittsburgh February 2008 - April 2009
PLANCO May 2008 - August 2008
Skills
Financial Analysis, Financial Modeling, Analysis, Financial Reporting, Accounting, Leadership, Finance, Microsoft Excel
Education
University of Pittsburgh 2005 — 2009
Bachelor of Science, Finance, Economics
Merion Mercy Academy 2001 — 2005
Stadion Money Management March 2013 - Present
Forethought Financial Group, Inc. January 2013 - February 2013
The Hartford September 2008 - December 2012
The Hartford 2006 - 2008
The Hartford 2004 - 2006
PLANCO 2000 - 2004
PLANCO 1997 - 2000
Skills
Series 63, Series 6, Fixed Annuities, Mutual Funds, Variable Annuities, Retirement Planning, Series 65, Retirement, Series 24, FINRA, Media Skills Training, 401k
Education
Florida Atlantic University 1989 — 1992
Bachelor of Business Administration (B.B.A.), Marketing
University of Florida 1986 — 1987
Bachelor of Business Administration (B.B.A.), Business, Management, Marketing, and Related Support Services